Meet David Kauffman

Meet David Kauffman — one of the expert wealth managers at Pinnacle Advisory Group.

Author: David Kauffman

After graduating with honors in Finance from James Madison University, David Kauffman received a law degree from the Widener University School of Law. He practiced for several years, with his last full time legal position at a firm that specialized in divorce and estate planning. David, however, wanted to do something that would let him connect with people, and take part in their ongoing lives. He received an Executive Certificate in Financial Planning from Georgetown University, and started work as a planner. He soon discovered that not all financial planners are looking out for the best interests of their clients. He believes that "when you plan people’s finances, you literally have their future in your hands. Ethics comes first, before everything else." David found that his advocacy approach fit well with Pinnacle’s client-first philosophy and in January 2007 he joined the firm. David works with the investment team at Pinnacle Advisory Group as a Wealth Manager.

Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with offices in Miami and Naples, Florida. We work with more than 1250 families and manage over $2 billion in assets for clients both in the mid-Atlantic region, and around the world.
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